See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,271 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,051 | $104,475+265.7% | $159,436+139.6% | $79,386+381.3% |
| Participation rate | 98.3% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.6pp |
| Annual return | 17.09% | 67.95%-50.9pp | 263.57%-246.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $7,189 | $3,417+110.4% | $4,829+48.8% | $2,427+196.1% |
| Participant deferral / active EE | $7,841 | $6,467+21.2% | $7,352+6.7% | $4,046+93.8% |
| Admin fee / account holder | $83 | $711-88.3% | $10,799-99.2% | $626-86.7% |